Documents

Your documents reflect your company.

Documents are no longer simply things you give to your customers. They are a critical part of how you market yourself. Are your documents helping you attract new business and retain your most valuable customers?

Better documents, faster.

Build on your data.

Why rekey customer data to create a document? Automatically extract and merge required data from your policy database.

Choose your mode.

Select batch, on-demand or interactive, to ensure the most efficient process for each type of document you generate and data source you tap.

Control the message.

Place the business user in control of document generation, to create documents that are relevant, transparent and timely.

Speed the process.

Do customers have the patience to wait for your quote or policy documents? Cut your turnaround time by using rules-driven document automation.

"Effective customer communications can be the difference maker in driving retention and profitable growth."

Alan Bass President | GhostDraft

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Customized. Compliant. Easy.

Traditional document generation systems require some level of programming proficiency. Our approach is to place control into the hands of those closest to the customer, so we partnered with GhostDraft for document generation that puts the business user in charge.

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Seamless Integration A model containing all the data elements you’ll need in your documents – in plain language terms – has been pre-integrated with the policy database.

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Simply Logical You don’t need to be a programmer to create the conditional logic that inserts customer-specific data into your customized forms and letters.

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Use Real-Time Data, Too If you need to collect customer data in real time, it’s easy to create an input form that captures data points that are added automatically to your document.

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Bulletproof Authoring GhostDraft flags errors in your templates that would break the document, so you can be assured your documents will be right the first time.